+347.8%
RCL vs ED
+143.4%
+204.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +0.6% | -0.9% | +1.5% | +0.7% |
| 30D | +19.4% | +11.2% | +8.2% | +17.4% |
| 3M | +9.8% | +11.8% | -2.0% | +7.8% |
| 6M | +28.6% | +14.1% | +14.6% | +25.8% |
| YTD | +22.2% | +23.0% | -0.8% | +17.4% |
| 1Y | +29.7% | +23.7% | +6.1% | +24.5% |
| 3Y | +265.3% | +47.7% | +217.6% | +230.6% |
| 5Y | +301.8% | +82.6% | +219.1% | +243.8% |
| All | +347.8% | +143.4% | +204.4% | +280.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling